Dimensional part 2: Tesla’s charge reveals the weak points of pure indexing

by Mike Abbott | Feb 25, 2021

Dimensional Fund Advisers provide the core of our model portfolios. Their enhanced indexing approach utilizes complex trading strategies acros...

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Flexibility in Practice: How Dimensional Handled GameStop

by Mike Abbott | Feb 24, 2021

The foundation of our investment philosophy is an evidence-based approach that is informed by a continuous and rigorous review of academic and...

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Peak infection and the aftermath

by Mike Abbott | Jan 29, 2021

2020 has proved to be one of the worst years in history for the global economy.

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What an investment philosophy is and why you need one

by Bill Monty | Sep 10, 2020

In my previous article, I focused on volatility and why you shouldn’t fear it. In this article I would like to take a step back and focus on t...

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What the Stamp Duty Land Tax changes mean for you

by Ian Henning | Jul 14, 2020

Chancellor Rishi Sunak brought in the biggest change to Stamp Duty since the last shake up in December 2014. The key driver this time around i...

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Older South Africans are taking their wealth and pensions offshore

by Staff Writer | Jul 12, 2020

In the current precarious economic climate, South African residents over age 55, who invested in retirement annuities (RAs), preservation fund...

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The "market" is not the economy - buckle up, there's still a rough ride ahead

by Mike Abbott | Jun 22, 2020

There's some surprise, among clients and commentators, at the recovery of financial markets as the economic shock of the Covid-19 situation un...

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Don’t fear market volatility – plan for it instead

by Bill Monty | Jun 16, 2020

Current events are putting strain on global markets and causing unpredictable daily returns and losses. It can be tempting to act quickly, but...

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Moving to Portugal: Advice from other South Africans

by Cláudia Mendes | Jun 9, 2020

Portugal has become a popular destination for South Africans looking to emigrate thanks to its excellent climate, stable economy and safe soci...

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